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Showing 61 - 70 of 11030 results for "Planning"

DASH appoints new chief executive

KARREN VERGARA  |  WEDNESDAY, 12 AUG 2026
... Glenn onboard to lead DASH on our journey to develop a new advice model that gives Australians access to the financial planning and investment administration services they need," Lloyd said. "Glenn has worked in both mature and start-up businesses in ...

Advisers bolster client book amid compliance burden: CoreData

KARREN VERGARA  |  MONDAY, 10 AUG 2026
Financial advice practices are serving more clients, charging higher fees and reporting record levels of satisfaction with their licensees, despite the weight of compliance, according to CoreData. The average number of clients per practice has increased ...

Life CCC unveils FY27 priorities

MATTHEW WAI  |  MONDAY, 10 AUG 2026
... remaining practical for insurers to implement. "While we do not expect the revised Code to commence in 2026-27, we will begin planning for its implementation to support industry preparedness and a smoother transition." Meanwhile, the Life CCC will also ...

Retirement portfolios need a new playbook: Real Asset Management

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
... advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement planning. Speaking at the Advisers Big Day Out in Wollongong, Real Asset Management distribution director Rhys Leitch said the investment ...

Advisers should rethink portfolio construction: La Trobe

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and ...

Sequoia caves into InterPrac sale undertaking, ASIC withdraws proceedings

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... after it entered an undertaking not to put the Cross Deed of Guarantee at risk tied to the sale of InterPrac Financial Planning, the group remains coy about the deal with Conquest Investment Management going ahead. A spokesperson for Sequoia confirmed ...

FAAA calls for rethink on trust tax overhaul

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
... owners operate through discretionary trusts for reasons extending beyond tax, including asset protection, succession planning and family ownership arrangements. Among its recommendations, the FAAA called for the transition period to be extended from ...

Advice complaints see biggest increase in FY26: AFCA

MATTHEW WAI  |  TUESDAY, 4 AUG 2026
Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from the Australian Financial Complaints Authority (AFCA) shows. AFCA received a record 119,949 ...

NSW director disqualified over $7m SMSF scam

RIDDHIMA TALWANI  |  FRIDAY, 31 JUL 2026
... funds that he used for personal purposes, including the purchase of a car. The investors were predominately individuals planning for or in retirement who believed that their funds would be used for the purpose of investing as part of establishing or ...

Acclime acquires Melbourne's Polar 993

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
Acclime, a provider of corporate, governance, advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business from Melbourne. The Hong Kong-based firm is ...